The Company: A highly reputable and steadily growing IFA business based in Sheffield who sit at the forefront of HNW private client advice and are currently recruiting a Financial Planning Assistant as they look to expand their Adviser Support team. It’s a perfect opportunity for someone who is looking to progress into Office Management, with the progression path sitting within team-lead and operational arenas:


*Office Location: Sheffield
*Working Setup: Hybrid once inducted/settled


Package: £28-30k base DOE + bonus and full company benefits


*Benefits: 5% pension, 4xDIS plus wider perks as well as full CII study support
*Bonus: Bonus/profit share paid annually
*Holidays: 26-days + stats
*Hours: 37.5 hrs per week with a 4pm finish on a Friday


The Role: A fast-developing Financial Planning Administrator role working alongside two high-performing financial advisers managing significant client AUM. Duties include:


*Client meeting confirmation
*IO input and record keeping (includes risk profiler reports)
*Creation of client files (electronic)
*Obtaining information from providers and management of letters of authorities to completion
*Liaising with clients and providers
*Creation of new client packs for adviser meetings
*Creation of provider illustrations, applications and fund information
*Production of client presentation documents
*Processing of online/paper applications
*Monitoring new business pipeline through to completion
*Chasing underwriting for protection cases
*Deal with provider documentation and produce all pre-meet review documentation as required
*Process post meeting review meeting documentation and post review letters
*Deal with day-to-day correspondence from providers


The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 2-years’ experience in supporting IFA’s/financial advisers from an Admin Support perspective. Do you hold:


*Prior experience in a financial planning advice environment dealing with investments and pensions caseloads?
*A desire to take on Admin/Office Management responsibilities?
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.